Add A Case Note or Barrier In UKG

To add a case note or barrier to employment in UKG:

1. Navigate to UKG > Team Info > Profile Icon
2. Select the Points & Notes tab and then Add
3. Select Barrier to Employment or Case Note from the drop down. See the Disciplinary and Performance Improvement Plan (PIP) article for help on these two options. 
4. Select Save and follow the prompts:
   1. Barrier to Employment:
      1. Incident ID: Brief Description Of Barrier
      2. Violation: Barrier To Employment
      3. Incident Date: Barrier Disclosed Date & Time
      4. Report Date: Current Date & Time
      5. Status: Opened, Initiated, In Progress (Can Be Closed After Created)
      6. Priority: Low, Medium, or High
      7. Description: Description of Barrier 
      8. Target Date: Target Barrier resolution date
      9. You can return to complete other resolution fields later
      10. Add a comment if needed
   2. Case Note: 
      1. Incident ID: Brief Description of Case Note
      2. Violation: Case Note
      3. Incident Date: Case Noe Date & Time
      4. Report Date: Current Date & Time
      5. Status: Opened, Initiated, In Progress (Can Be Closed After Creation)
      6. Priority: Low, Medium, High
      7. Description: Enter Case Note Here
      8. Resolution and Comment Fields: Add Details If Needed
      9. 
         
         

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